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Building 2PRESTIGE WEALTHWIDE, LLC

Map pinLEHI, UT
Phone720-449-3656
NotebookSEC #801-125937
Total AUM
$198.5M
Employees
3
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 W SUNRISE WAY
LEHI
UT 84043
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
720-449-3656

ReceiptFinancials

Total AUM
$198.5M
Accounts
187
Discretionary
$198.5M
Accounts
187
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$25.8M
HNW Individual Clients
59
AUM
$171.7M
Pension/Profit Sharing Plan Clients
1
AUM
$940.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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